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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,678 | $99,079-70.0% | $78,002-62.0% | $273,968-89.2% |
| Participation rate | 22.2% | 78.6%-56.3pp | 75.5%-53.3pp | 83.0%-60.8pp |
| Annual return | 2.43% | 217.93%-215.5pp | 425.99%-423.6pp | 41.45%-39.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $601 | $4,306-86.1% | $3,497-82.8% | $5,287-88.6% |
| Admin fee / account holder | $227 | $8,954-97.5% | $5,481-95.9% | $10,132-97.8% |